Position in MCHP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$232,044,628
+$138,870,589 QoQ
Shares Held
2,662,422
+77.9% QoQ
Ownership
0.490%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#47
of 1,305 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCHP Over Time
Shares Held
Position Value (USD)
Derivatives in MCHP
reported options exposure · as of Jun 30, 2026CallValue
$410,400
CallShares
4,500
PutValue
$565,440
PutShares
6,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $6,965,956,311 across 58 Semiconductors names. MCHP ranks #10 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
6,284,574 | $1,257,480,411 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
1,515,419 | $880,322,051 | |
| 3 | MU |
Micron Technology Inc
|
535,173 | $617,744,842 | |
| 4 | TXN |
Texas Instruments Inc
|
1,371,840 | $408,904,348 | |
| 5 | ON |
On Semiconductor Corp
|
4,068,560 | $384,641,662 | |
| 6 | GFS |
GLOBALFOUNDRIES Inc.
|
3,417,505 | $281,636,587 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
190,505 | $263,346,491 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
660,156 | $234,071,512 |
All Filings in MCHP
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 MCHPP | $57,007,113 | 743,151 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $410,400 | 4,500 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $565,440 | 6,200 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $175,037,515 | 1,919,271 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 MCHPP | $26,217,081 | 460,191 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $323,050 | 5,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $66,956,958 | 1,036,325 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $64,769,404 | 1,016,469 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,414,486 | 99,883 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,232,557 | 173,832 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,939,105 | 391,223 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $93,196,044 | 1,625,040 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $1,740,643 | 19,403 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,749,492 | 19,400 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,036,699 | 77,344 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,738,046 | 19,400 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | $18,253,523 | 299,091 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $45,940,350 | 790,984 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,116,319 | 54,782 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,722,222 | 88,700 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $261,180 | 3,000 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $88,379,655 | 1,015,158 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,346,082 | 21,800 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $121,279,663 | 790,147 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,530,606 | 16,900 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $2,126,308 | 14,200 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $16,671,452 | 111,336 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $776,100 | 5,000 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $729,534 | 4,700 | Call | Sole | 2021-05-17 | |
| 2020-09-30 | $1,233,120 | 12,000 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $1,130,360 | 11,000 | Put | Sole | 2020-11-16 | |
| 2020-06-30 | $315,930 | 3,000 | Call | Sole | 2020-08-14 | |
| 2020-06-30 | $210,620 | 2,000 | Put | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||